Client-Focused Investment & Financial Planner

Bank of America; Kannapolis (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America in Kannapolis, NC seeks a Financial Advisor to provide comprehensive advice and customized solutions to help clients reach their financial goals. You will triage client leads, refer to internal partners, meet with clients to review goals, build plans and recommend brokerage products.

Licensing (Series 7/66) and trainings are required; SAFE Act registration applies for mortgage duties. Candidates should have at least one year in investments or financial services, strong

Qualifications

• Hold Series 7 and 66 licenses.
• At least 1 year in investments with knowledge of investment products.
• At least 1 year in financial services or sales with goals.
• Strong relationship-building and communication skills.
• Ability to work Monday–Friday with rotating Saturdays.
• Regulatory due diligence awareness.

Responsibilities

• Develop financial plans and recommend brokerage products (stocks, bonds, funds, annuities).
• Triages client leads and refers to internal service providers by client needs and assets.
• Meet with clients to review financial and investment goals and build plans.
• Mitigate and manage risk as part of daily activities.
• Identify potential new clients through referrals or existing clientele.
• Provide coaching to referral partners based on client needs.

Skills

Series 7 license

Series 66 license

Investment knowledge

Sales experience

Relationship building

Regulatory compliance

Time management

Education

High School Diploma

Tools

CRM software

Job description

Bank of America in Kannapolis, NC seeks a Financial Advisor to provide comprehensive advice and customized solutions to help clients reach their financial goals. You will triage client leads, refer to internal partners, meet with clients to review goals, build plans and recommend brokerage products.

Licensing (Series 7/66) and trainings are required; SAFE Act registration applies for mortgage duties. Candidates should have at least one year in investments or financial services, strong